Carson Wealth (CWM LLC)’s Watts Water Technologies WTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
1,125
+418
| +59% | +$103K | ﹤0.01% | 1923 |
|
|
2025
Q1 | $144K | Buy |
707
+228
| +48% | +$46.4K | ﹤0.01% | 2132 |
|
|
2024
Q4 | $97K | Buy |
479
+87
| +22% | +$17.6K | ﹤0.01% | 2300 |
|
|
2024
Q3 | $81K | Buy |
392
+77
| +24% | +$15.9K | ﹤0.01% | 2337 |
|
|
2024
Q2 | $58K | Buy |
315
+6
| +2% | +$1.11K | ﹤0.01% | 2376 |
|
|
2024
Q1 | $66K | Buy |
309
+85
| +38% | +$18.2K | ﹤0.01% | 2127 |
|
|
2023
Q4 | $47K | Sell |
224
-24
| -10% | -$5.04K | ﹤0.01% | 2218 |
|
|
2023
Q3 | $43K | Sell |
248
-23
| -8% | -$3.99K | ﹤0.01% | 2163 |
|
|
2023
Q2 | $50K | Buy |
271
+3
| +1% | +$554 | ﹤0.01% | 1991 |
|
|
2023
Q1 | $45K | Buy |
268
+220
| +458% | +$36.9K | ﹤0.01% | 1936 |
|
|
2022
Q4 | $7K | Buy |
48
+32
| +200% | +$4.67K | ﹤0.01% | 3037 |
|
|
2022
Q3 | $2K | Buy |
16
+12
| +300% | +$1.5K | ﹤0.01% | 3553 |
|
|
2022
Q2 | $0 | Sell |
4
-120
| -97% | – | ﹤0.01% | 4098 |
|
|
2022
Q1 | $17K | Buy |
124
+26
| +27% | +$3.57K | ﹤0.01% | 2194 |
|
|
2021
Q4 | $19K | Buy |
+98
| New | +$19K | ﹤0.01% | 2030 |
|
|
2021
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2021
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2020
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2020
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2020
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2020
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2019
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2019
Q3 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2019
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 2370 |
|
|
2019
Q1 | $5K | Buy |
34
+25
| +278% | +$3.68K | ﹤0.01% | 2370 |
|
|
2018
Q4 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 2010 |
|
|
2018
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2010 |
|